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Nasdaq - Delayed Quote USD

State Street Small/Mid Cap Equity Idx K (SSMKX)

261.72
+0.55
+(0.21%)
At close: 8:02:14 PM EDT

Fund Summary

The fund uses a passive management strategy designed to track the performance of the index. The index is a float-adjusted, market capitalization index which measures the performance of the Russell 3000® Index companies excluding S&P 500® constituents. The index is constructed to provide a comprehensive and unbiased barometer of the extended broad market beyond the S&P 500 exposure.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 32.44%
Worst 1Y Total Return --
Number of Years Up 7
Number of Years Down 2

Performance & Risk

YTD Return -13.62%
5y Average Return 12.35%
Rank in Category (ytd) 91
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.19
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
SSMKXCategory AverageSSMKXCategory AverageSSMKXCategory Average
Alpha -5.49 -0.06 -4.37 -0.05 -- -0.04
BETA 1.19 0.01 1.18 0.01 -- 0.01
Mean Annual Return 0.48 0.01 1.42 0.01 -- 0.01
R-squared 81.19 0.88 79.74 0.85 -- 0.84
Standard Deviation 22.78 0.23 22.32 0.19 -- 0.17
Sharpe Ratio 0.05 0.01 0.64 0.01 -- 0.01
Treynor Ratio -1.11 0.11 10.91 0.11 -- 0.1

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